Director | Accounting Advisory Services

#LI-CR2 #LI-Hybrid #CBIZAdvisory

The FAAS Director leads client service engagements involving complex accounting, financial reporting, SEC reporting, transaction support, and accounting transformation initiatives. The Director serves as a trusted advisor to CFOs, Chief Accounting Officers, Controllers, Audit Committees, and venture capital and private equity-backed companies while managing client relationships, developing staff, and contributing to practice growth.

Essential Functions and Primary Duties

• Supervises and performs day-to-day activities in support of consulting and technical accounting advisory projects including interaction with client personnel, other team members.

• Advise clients on complex U.S. GAAP and SEC reporting matters.

• Prepare and review technical accounting memoranda.

• Assist with implementation of new accounting standards.

• Advise on revenue recognition, leases, stock compensation, debt/equity transactions, business combinations, impairment, consolidation matters and other technical GAAP areas.

• Support mergers and acquisitions, purchase accounting, and divestitures.

• Assist clients with IPO readiness and public company reporting.

• Review registration statements, Forms 10-K, 10-Q, S-1, and related disclosures.

• Lead multiple engagement teams and oversee project execution.

• Maintain executive-level client relationships.

• Identify opportunities to expand services and enhance client value.

• Participate in proposal development and business development activities.

• Build referral relationships with private equity firms, attorneys, bankers, and audit partners.

• Assist in developing new service offerings and thought leadership.

• Mentor all levels of team personnel such as Senior Managers, Managers and Consultants.

• Participate in recruiting, performance management, and career development initiatives.

• Promote technical excellence and quality control.

Preferred Qualifications

• 10+ years of experience in related field

• 10+ years supervisory experience

• Graduate or specialty degree preferred

• Strong technical accounting, finance, and SEC disclosure skills

• Ability to manage multiple workflows simultaneously while managing time and budget

• Prior experience managing teams and the development of others

Minimum Qualifications

• Bachelor's degree
• 8 years of experience in related field
• 6 years supervisory experience
• Must have and preserve required licenses
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proficient use of applicable technology
• Must be able to travel based on client and business needs

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.